$82.5M Total AUM
$76.8M Disc. AUM
-- 3Y CAGR
2 Employees
70 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-01-2018
- Office Locations
- 1
Office Locations
-- Colleyville TX
About Light Capital Management LLC
Light Capital Management is a founder-led RIA offering financial planning alongside active portfolio building, stock selection, allocation, and technical trading. The firm targets long-term capital appreciation while actively managing exposures and trading around market moves, with SMA portfolios primarily using ETFs and derivatives. Custodied at Charles Schwab.
Team overview
43 AVG AGE
$82.5M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
8.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
North prime Alpha Prime
Investment Themes
Quantum Atlas Element
Investment Vehicles
Signal
Services
Optima ember Oak Bridge beacon Fusion Focus
Owner & Executives
JOEL JAMES LIGHT
Chief Compliance Officer, Chief Investment Officer, Managing Member
- CRD
- #5556034
- Ownership
- 75% or more
(639) 236-6054
insight.element@momentumcapital.com
in linkedin.com/in/alpha-glacier
M
MARY KATHERINE LONG
--
- CRD
- --
- Ownership
- 10% but less than 25%
(565) 491-2257
ember.oak@summitcapital.com
in linkedin.com/in/vertex-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,779,328 | -- |
| Non-Discretionary | $5,702,864 | -- |
| Total | $82,482,192 | -- |
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Separately Managed Accounts
Total SMA Asset: $82,482,192
Equity - Exchange:
31.7% Derivatives:
31.5% Cash:
36.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $860,328,886 | 31.7% |
| Derivatives | $854,900,943 | 31.5% |
| Cash | $998,741,419 | 36.8% |
| Total | $2,713,971,248 | 100.0% |